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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,741 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,000 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $15,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,528 | $69,823-31.9% | $76,872-38.2% | $74,460-36.2% |
| Participation rate | 80.4% | 70.0%+10.4pp | 69.6%+10.8pp | 70.7%+9.6pp |
| Annual return | 34.13% | 19.99%+14.1pp | 37.90%-3.8pp | 34.38%-0.3pp |
| Employer contribution / active EE | $1,605 | $2,148-25.3% | $2,533-36.7% | $2,638-39.2% |
| Participant deferral / active EE | $4,146 | $3,558+16.5% | $3,832+8.2% | $4,530-8.5% |
| Admin fee / account holder | $175 | $398-56.0% | $5,476-96.8% | $348-49.7% |